Feature Overview: Boxes

A Box is the centralized location where you put all the emails, files, contacts and details related to your lead, customer, or candidate. As your Pipelines represent a list of Boxes, clicking on a single row will bring you into your Box Details View.

When entering the Box Details View, you will find your Box divided into three main sections:

The type of fields that show in your Box Details View will be the same for every Box in that Pipeline. To add more Custom Column or Magic Column data to your Box template, you will need to add more Columns at the Pipeline level.